Filed: 2/11/2026ACC: 0001172661-26-000622
📋 What this filing means
MIROVA US LLC filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $9.96B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$9.96B
Total AUM (reported)
50.61M
Total Shares
Allocation by class
COM$7.30B73.2%
CL A$698.64M7.0%
SPONSORED ADS$510.56M5.1%
CL A SUB VTG SHS$448.45M4.5%
COM CL A$397.67M4.0%
COM NEW$302.51M3.0%
SHS CLASS A$190.83M1.9%
Portfolio Concentration
Top 3$2.33B23.4%
4–10$2.83B28.4%
11–25$3.73B37.5%
Rest$1.07B10.7%
Top 3 weight
23.4%
Top 10 weight
51.8%
Voting Authority Distribution
Total shares with voting rights: 50.61M
Sole
Full voting authority
34.53M
shares
% of voting shares68.2%
Shared
Joint voting authority
9.79M
shares
% of voting shares19.3%
None
No voting authority
6.28M
shares
% of voting shares12.4%
Investment Discretion (by position count)
Sole0
Shared0
Other43
Dominant voting typeSole · 68.2% of voting shares
Institutional Holdings43
Rows:
NVIDIA CORPORATION
DFNDShares5.26M
TypeSH
Market value$980.13M
9.84%
Sole
3.58M
Shared
1.02M
None
648.53K
MICROSOFT CORP
DFNDShares1.62M
TypeSH
Market value$783.98M
7.87%
Sole
1.10M
Shared
316.08K
None
200.64K
MASTERCARD INCORPORATED
DFNDShares996.78K
TypeSH
Market value$569.04M
5.71%
Sole
681.25K
Shared
194.77K
None
120.76K
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares1.68M
TypeSH
Market value$510.56M
5.13%
Sole
1.23M
Shared
225.73K
None
228.86K
SHOPIFY INC
DFNDShares2.79M
TypeSH
Market value$448.45M
4.50%
Sole
1.87M
Shared
566.63K
None
351.16K
ELI LILLY & CO
DFNDShares384.27K
TypeSH
Market value$412.97M
4.15%
Sole
258.45K
Shared
79.98K
None
45.84K
TJX COS INC NEW
DFNDShares2.51M
TypeSH
Market value$385.58M
3.87%
Sole
1.70M
Shared
499.70K
None
305.56K
ECOLAB INC
DFNDShares1.44M
TypeSH
Market value$377.41M
3.79%
Sole
975.13K
Shared
291.20K
None
171.31K
THERMO FISHER SCIENTIFIC INC
DFNDShares641.26K
TypeSH
Market value$371.58M
3.73%
Sole
432.30K
Shared
127.31K
None
81.66K
BROADCOM INC
DFNDShares929.66K
TypeSH
Market value$321.76M
3.23%
Sole
627.84K
Shared
184.86K
None
116.96K
WASTE MGMT INC DEL
DFNDShares1.42M
TypeSH
Market value$311.87M
3.13%
Sole
962.42K
Shared
282.17K
None
174.85K
EBAY INC.
DFNDShares3.55M
TypeSH
Market value$309.09M
3.10%
Sole
2.43M
Shared
677.18K
None
439.62K
PALO ALTO NETWORKS INC
DFNDShares1.67M
TypeSH
Market value$307.22M
3.08%
Sole
1.13M
Shared
329.27K
None
203.99K
INTUITIVE SURGICAL INC
DFNDShares534.13K
TypeSH
Market value$302.51M
3.04%
Sole
360.62K
Shared
106.97K
None
66.55K
NEXTERA ENERGY INC
DFNDShares3.72M
TypeSH
Market value$298.82M
3.00%
Sole
2.52M
Shared
778.53K
None
427.11K
VISA INC
DFNDShares772.71K
TypeSH
Market value$271.00M
2.72%
Sole
522.82K
Shared
154.62K
None
95.27K
XYLEM INC
DFNDShares1.88M
TypeSH
Market value$256.18M
2.57%
Sole
1.26M
Shared
389.93K
None
227.01K
DANAHER CORPORATION
DFNDShares1.09M
TypeSH
Market value$250.64M
2.52%
Sole
720.64K
Shared
237.94K
None
136.29K
LOWES COS INC
DFNDShares981.13K
TypeSH
Market value$236.61M
2.38%
Sole
663.34K
Shared
195.79K
None
122K
EDWARDS LIFESCIENCES CORP
DFNDShares2.74M
TypeSH
Market value$233.51M
2.34%
Sole
1.87M
Shared
546.45K
None
327.12K
FIRST SOLAR INC
DFNDShares889.08K
TypeSH
Market value$232.25M
2.33%
Sole
597.27K
Shared
173.10K
None
118.71K
HUBBELL INC
DFNDShares478.76K
TypeSH
Market value$212.62M
2.13%
Sole
324.74K
Shared
93.78K
None
60.24K
ACCENTURE PLC IRELAND
DFNDShares711.25K
TypeSH
Market value$190.83M
1.92%
Sole
487.31K
Shared
142.77K
None
81.18K
SALESFORCE INC
DFNDShares634.56K
TypeSH
Market value$168.10M
1.69%
Sole
431.48K
Shared
124.28K
None
78.80K
CANADIAN PACIFIC KANSAS CITY
DFNDShares2.03M
TypeSH
Market value$149.42M
1.50%
Sole
1.36M
Shared
415.10K
None
258.55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 5.26M | SH | $980.13M 9.84% | 3.58M | 1.02M | 648.53K |
MICROSOFT CORPDFND | COM | 1.62M | SH | $783.98M 7.87% | 1.10M | 316.08K | 200.64K |
MASTERCARD INCORPORATEDDFND | CL A | 996.78K | SH | $569.04M 5.71% | 681.25K | 194.77K | 120.76K |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 1.68M | SH | $510.56M 5.13% | 1.23M | 225.73K | 228.86K |
SHOPIFY INCDFND | CL A SUB VTG SHS | 2.79M | SH | $448.45M 4.50% | 1.87M | 566.63K | 351.16K |
ELI LILLY & CODFND | COM | 384.27K | SH | $412.97M 4.15% | 258.45K | 79.98K | 45.84K |
TJX COS INC NEWDFND | COM | 2.51M | SH | $385.58M 3.87% | 1.70M | 499.70K | 305.56K |
ECOLAB INCDFND | COM | 1.44M | SH | $377.41M 3.79% | 975.13K | 291.20K | 171.31K |
THERMO FISHER SCIENTIFIC INCDFND | COM | 641.26K | SH | $371.58M 3.73% | 432.30K | 127.31K | 81.66K |
BROADCOM INCDFND | COM | 929.66K | SH | $321.76M 3.23% | 627.84K | 184.86K | 116.96K |
WASTE MGMT INC DELDFND | COM | 1.42M | SH | $311.87M 3.13% | 962.42K | 282.17K | 174.85K |
EBAY INC.DFND | COM | 3.55M | SH | $309.09M 3.10% | 2.43M | 677.18K | 439.62K |
PALO ALTO NETWORKS INCDFND | COM | 1.67M | SH | $307.22M 3.08% | 1.13M | 329.27K | 203.99K |
INTUITIVE SURGICAL INCDFND | COM NEW | 534.13K | SH | $302.51M 3.04% | 360.62K | 106.97K | 66.55K |
NEXTERA ENERGY INCDFND | COM | 3.72M | SH | $298.82M 3.00% | 2.52M | 778.53K | 427.11K |
VISA INCDFND | COM CL A | 772.71K | SH | $271.00M 2.72% | 522.82K | 154.62K | 95.27K |
XYLEM INCDFND | COM | 1.88M | SH | $256.18M 2.57% | 1.26M | 389.93K | 227.01K |
DANAHER CORPORATIONDFND | COM | 1.09M | SH | $250.64M 2.52% | 720.64K | 237.94K | 136.29K |
LOWES COS INCDFND | COM | 981.13K | SH | $236.61M 2.38% | 663.34K | 195.79K | 122K |
EDWARDS LIFESCIENCES CORPDFND | COM | 2.74M | SH | $233.51M 2.34% | 1.87M | 546.45K | 327.12K |
FIRST SOLAR INCDFND | COM | 889.08K | SH | $232.25M 2.33% | 597.27K | 173.10K | 118.71K |
HUBBELL INCDFND | COM | 478.76K | SH | $212.62M 2.13% | 324.74K | 93.78K | 60.24K |
ACCENTURE PLC IRELANDDFND | SHS CLASS A | 711.25K | SH | $190.83M 1.92% | 487.31K | 142.77K | 81.18K |
SALESFORCE INCDFND | COM | 634.56K | SH | $168.10M 1.69% | 431.48K | 124.28K | 78.80K |
CANADIAN PACIFIC KANSAS CITYDFND | COM | 2.03M | SH | $149.42M 1.50% | 1.36M | 415.10K | 258.55K |
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